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South Region Portfolio Consultant
South Region Portfolio ConsultantVirtualVocations • Inglewood, California, United States
South Region Portfolio Consultant

South Region Portfolio Consultant

VirtualVocations • Inglewood, California, United States
[job_card.variable_hours_ago]
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  • [job_card.full_time]
[job_card.job_description]

A company is looking for a Sr. Portfolio Consultant (Remote- South Region).

Key Responsibilities

Manage relationships with advisor teams and provide expert guidance on investment advisory platforms

Support business development efforts and create investment proposals for High-Net-Worth clients

Collaborate with stakeholders to enhance investment platforms and improve client experiences

Required Qualifications

Bachelor's degree in Business, Finance, Economics, or related field

Minimum of 6 years of experience in the financial services industry with an investment focus

CFP, CFA, or CIMA certification is a plus

FINRA Series 65 license

Knowledge of financial markets and asset allocation

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Portfolio Consultant • Inglewood, California, United States

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